Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,712 | $104,924-89.8% | $84,623-87.3% | $152,885-93.0% |
| Participation rate | 93.8% | 74.8%+18.9pp | 68.2%+25.5pp | 82.5%+11.3pp |
| Annual return | 41.28% | 373.82%-332.5pp | 258.77%-217.5pp | 345.39%-304.1pp |
| Employer contribution / active EE | $2,861 | $3,302-13.4% | $2,652+7.8% | $4,763-39.9% |
| Participant deferral / active EE | $4,145 | $4,689-11.6% | $3,899+6.3% | $5,851-29.2% |
| Admin fee / account holder | $754 | $6,242-87.9% | $4,913-84.6% | $11,598-93.5% |